KPS Wealth
level 4/9 Sherwood Road, Toowong QLD
level 4/9 Sherwood Road, Toowong QLD
We are an independent Queensland owned and operated advice firm with over 40 years combined experience in financial planning, insurance, direct shares and portfolio management.
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What do you love most about your job?
Engaging, understanding and learning about our clients - what they do, why they do what they do, what they want to do, what they want to achieve the list goes on. These relationships foster unique insights into providing the right advice that goes the extra mile.
What inspired you to start your own business?
The difference financial advice makes to a person no matter what stage they are at, an extra set of eyes, a professional layer of experience and desire to help often no matter how small the difference is initially more often than not can make the biggest difference.
Why should our clients choose you?
We're a local, smaller but passionate financial advice firm, independently owned and unbiased in our advice that strives to deliver a fair value service unlike or larger competitors. We don't have the vast corporates structure which allows us to focus on what's most important, which is our clients personal and financial futures.
Can you provide your services online or remotely? If so, please add details.
Our financial advice service is predominantly conducted Face to Face, however we shifted to accommodate a Remote (Zoom & Phone) service as a result of the pandemic. We now find that more often than not our clients enjoy the remote service as it fits within their time schedule, can be done in smaller components and is more convenient.
What changes have you made to keep your customers safe from Covid-19?
I ensure those with health precautions in place are safeguarded with appropriate measures to mitigate adverse impacts.
Personal Insurance Review
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Retirement Planning
Financial Advice
Investment Portfolio Management
Financial Advice
